A plain, step by step guide to getting Riley up and running. Connect your tools, choose what it watches, set your rules, and the first signed receipt lands on its own. Agencies can run the same steps across a client roster.
Setup takes about fifteen minutes. You connect Riley to the tools you already use, tell it what to watch, and decide what it can do on its own versus what needs your yes. This guide follows the agency setup, connecting Google Business Profile and adding client locations, as its example, and the same steps set Riley up for any business. Riley works out of the box. You are not building anything. You are setting your business rules, and Riley handles the rest.
Where it works
Where Riley works
Start from the dashboard, then use Riley where you work. Riley keeps memory, approvals, security, receipts, and proof in one control center, and shows up in the AI tools, team channels, and connected workflows you already use. Here is each surface and how to reach it.
Live
Web dashboard
Your control center at app.hireriley.com, and the source of truth. Review Fix Cards, manage clients and approval rules, and read every receipt in one place. Sign in with the account you created.
Live
AI clients over MCP
Use Riley's tools straight from Claude, Cursor, ChatGPT, and other AI clients. See the last section for the connect steps.
Live
Slack
One optional team channel. Riley posts what it found, asks for your approval, and drops the receipt right in the channel. Connect it in step one below.
Beta
Microsoft Teams
The same approvals and receipts inside Teams. In beta while we finish it; ask support to switch it on for your workspace.
Transactional account emails may be used for billing, login, or security notices. Email is not a place you run Riley from.
1Step one
Connect Slack (optional)
You run everything from the dashboard first. Slack is one optional channel where Riley can talk to you: it posts what it found, asks for your approval, and drops the receipt when the week closes. Connect it if your team lives in Slack, or skip it and run everything from the dashboard.
Open Riley and go to Settings, then Connections.
Click Connect Slack and pick the workspace you want Riley to post in.
Choose the channel for Riley's updates. A quiet channel named something like #riley keeps it tidy.
Click Allow on the permission screen. Riley posts a short hello so you know it landed.
No Slack? The dashboard stays your home base, and you can connect Slack later under the same Connections screen.
You can change the channel any time without redoing the connection.
2Step two
Connect Google Business Profile
This is the tool Riley watches and fixes for your clients. Once it is connected, Riley can read each client's reviews and listing details, draft replies and corrections, and post them after you approve.
In Settings, then Connections, click Connect Google Business Profile.
Sign in with the Google account that manages your clients' profiles. If your clients gave you manager access, use the account that holds it.
Click Allow so Riley can read reviews and listing details and post replies once you approve them.
Riley lists every profile it can see. You pick which ones to bring in on the next step.
Good to know
Riley never posts on its own during setup. Until you set approval rules in step four, every reply and correction waits for your yes.
3Step three
Add your client locations
Each client location is its own space. Riley keeps every client's reviews, voice, history, and approvals separate, so nothing crosses over.
Go to Clients and click Add client.
Give the client a name you will recognize. ExampleMaple Dental or Acme Dental.
Pick the Google Business Profile location that belongs to that client from the list Riley pulled in.
Add a short voice note for that client: friendly and casual, or formal and brief. Riley writes replies to match.
Repeat for each client. Ten or seventy-five, they all live in one place.
A client with several locations can hold all of them under one client. Riley still proves the work per location.
You can edit a client's voice note any time. New replies pick up the change right away.
4Step four
Set approval rules
Approval rules decide what Riley does on its own and what waits for you. Set them per client, so a hands-off client and a careful client can run differently.
Open a client and go to Approval rules.
Pick how review replies work. Hold for approval means every reply waits for your yes in the approvals queue. Auto on five star lets Riley post replies to five star reviews and hold the rest.
Pick how listing fixes work. Most agencies hold listing corrections, like hours or address changes, for approval so a person signs off before it goes live.
Set a quiet window if you want, so Riley waits to post until business hours.
Save. The rules apply only to that client. Copy them to others in one click if you want them to match.
The honest default
If you are not sure, start with hold for approval on everything. You will see exactly what Riley drafts before anything is posted, and you can loosen the rules once you trust the drafts.
5Step five
Set your receipt schedule
The receipt is the signed weekly summary of what Riley did for a client. It is the thing you hand the client to prove the work. You choose when it lands.
Go to Settings, then Receipts.
Pick the day and time the weekly receipt is built. ExampleFriday at 4pm, so it is ready before your client check ins.
Choose where it lands: always in the dashboard, and posted to Slack too if you connected it.
Turn on per client receipts so each client gets their own, kept fully separate.
Save. The first receipt builds on the next scheduled run.
You can build a receipt on demand any time, without waiting for the schedule.
If a quiet week has nothing to report, the receipt says so plainly. No filler, no invented activity.
6Step six
Read your weekly receipt
A receipt is short and honest. It tells you what changed, what was checked on the live profile, and anything Riley could not confirm. Here is how to read it.
What changed. Every reply posted and every listing fix that went live this week, in plain language.
What was verified. Riley checks the live profile after it posts, so the receipt reflects what is actually showing, not just what was sent.
What it could not confirm. If something did not land or could not be checked, the receipt says so. That honesty is the point.
The signature. Each receipt is signed, so a client can confirm it came from Riley and was not edited after the fact.
Why it matters
A signed receipt is the difference between telling a client you did the work and showing them. It is the document that keeps the retainer when renewal time comes.
7Step seven
Resell proof to your clients
The receipt is built to be passed straight to your client. You are not just doing the work, you are proving it, and proof is what clients renew for.
Add your agency name to the receipt under Settings, then Branding, so it goes out looking like yours.
Send each client their own receipt on a steady cadence. Friday afternoons land well before the weekend.
Let the client open the signature link to confirm the receipt is genuine. ExampleTell Alex Rivera at the client to click the link and see it for themselves.
Bring the receipts to renewal talks. A stack of signed weeks makes a quiet case for keeping you on.
Receipts are kept per client, so you never have to scrub one client's details out of another's report.
Honesty travels well. Clients trust a report that admits a quiet week more than one that always looks busy.
Advanced
Use Riley from your AI client
If you work inside an AI client like Claude, Cursor, or ChatGPT, you can call Riley's tools right there over MCP. Run an audit, draft a review reply, or search what Riley has learned, without leaving your chat.
In the Riley app, open Settings, then Connect AI clients (MCP) and mint your key. It is tied to your account.
Add Riley as an MCP server in your client, using the endpoint below and your key.
Ask your client to run a Riley tool. The first tool call uses your key; browsing the tool list does not.
Server endpoint
https://app.hireriley.com/mcp
Keep your key private
Your MCP key acts on your account. Treat it like a password: paste it only into your own AI client's settings, never share it, and never commit it to a repo or paste it into a public chat. You can mint a fresh one any time.
The full per-client setup, with a copy-paste config for Claude Desktop, Claude Code, Cursor, ChatGPT, and more, lives on the Integrations page.
Send the key as an x-api-key header, or as Authorization: Bearer. Either works.
Fifteen minutes to set up. Proof every week after.
Connect your tools, add your clients, set your rules, and let the first signed receipt land on its own. Get early access, or talk through your roster with us.